Portfolio Compass | October 18, 2017
“Lowered mortgage-backed securities (MBS) view from neutral/positive to neutral.”
Source: WEEKLY COMMENTARY
“Lowered mortgage-backed securities (MBS) view from neutral/positive to neutral.”
Source: WEEKLY COMMENTARY
“Mortgage-backed securities (MBS) have been one of the best performing high-quality asset classes over the past month.”
Source: WEEKLY COMMENTARY
“We believe small caps are becoming an increasingly attractive tactical opportunity amid policy skepticism in Washington, D.C.”
Source: WEEKLY COMMENTARY
“The minutes from the Fed’s September policy meeting show a lively debate around inflation.”
Source: WEEKLY COMMENTARY
“Economic data received over the last three months reflected steady economic growth.”
Source: WEEKLY COMMENTARY
“U.S. yields have moved higher in recent weeks, buoyed by dealmaking in Washington, D.C. and central bank actions.”
Source: WEEKLY COMMENTARY
“Economic reports released in September 2017, which mostly reflect economic activity in August but also include some weekly data and preliminary reports for September, were already showing the impact of three powerful hurricanes that hit Texas, Florida, Louisiana, and Puerto Rico in August and September.”
Source: WEEKLY COMMENTARY
“The dollar may benefit from fundamental factors such as divergent central bank policy in the near term.”
Source: WEEKLY COMMENTARY
“Third quarter earnings season gets underway this week (October 9-13) and it should be another good one.”
Source: WEEKLY COMMENTARY
“The third quarter of 2017 was in many ways a tale of three markets for fixed income investors.”
Source: WEEKLY COMMENTARY